The client intake process for law firms is one of the most important systems in any legal practice. It determines how ...

Each incoming call can be a potential case. That means, first impressions are essential for a law firm’s reputation and growth. Multiple law firms still struggle with missed calls, delayed responses, ...

Lexicata, a client intake software as a service provider, recently upgraded to version 2, which further integrates with Themis Solutions Inc.'s Clio practice management software as a service. The ...

Initial contact is perhaps the most critical step in any attorney-client relationship, setting the tone for the journey ahead. Yet, for many law firms, the crucial client intake process is where most ...

In mass tort cases, the data that plaintiffs firms collect during client intake is needed to understand both the strength of each of their client's claims and the strength of their overall portfolio ...

Today, legal firm client intake has become highly challenging because of increased competition. Additionally, client expectations are growing. Multiple law firms struggle to manage delayed responses, ...

Accounting practice management solutions provider Canopy announced AI-powered upgrades to its Smart Intake solution designed to propose, collect and deliver work within a single centralized solution.

Leading firms like Frontier Law Center already report immediate client responses and automated case qualification with seamless CMS integration SAN FRANCISCO, June 10, 2025 /PRNewswire/ -- Eve today ...